GREENSLEDGE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$593M
Discretionary
$553M
93% of AUM
Avg account
$148M
Accounts
4
Employees
11
Advisory reps
5

Firm details

Headquarters
GLASTONBURY, Connecticut
CRD number
307732
Registered since
May 19, 2022
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.44%
  • Other Investment Advisers6.8%
  • Other6.76%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Greensledge Asset Management LLC is an SEC-registered limited liability company that provides portfolio management primarily to institutional clients. The firm’s advisory activity centers on managing pooled investment vehicles and on portfolio management for businesses or other institutional entities. Its fee arrangements include a mix of percentage-of-AUM, fixed fees, and performance-based fees. Greensledge identifies as an active ESG investor and is not organized as a multi-state adviser or a capital allocator. Greensledge maintains a broad set of industry relationships and roles that go beyond pure advisory work. Public filings list affiliations or activities that include acting as a broker-dealer, other investment adviser, registered municipal advisor, banking or thrift institution, trust company and insurance company connections, pension consulting, and sponsoring limited partnerships or pooled investment vehicles — including roles as sponsor, general partner, or managing member.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

1 of 1
  • STACEY GILLESPIE

    Chief Compliance OfficerCRD 3137874

Contacts

3 of 4
  • Matthew Natcharian

    Managing DirectorCRD 7248967

  • JAMES KANE

    Managing PartnerCRD 2568683

  • MICHELLE MOORE

    Managing DirectorCRD 4233417

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GLASTONBURY, CT

HARTFORD

Location

GLASTONBURY, CT

Headquartered in GLASTONBURY, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
41B Linden St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth